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Second, strengthen unconventional countercyclical adjustment, which is the first time in history to put forward "unconventional" at the Politburo meeting level!Second, strengthen unconventional countercyclical adjustment, which is the first time in history to put forward "unconventional" at the Politburo meeting level!In short, it is almost certain that village A will open higher today, but will it come up with the ancestral craft of opening higher and walking lower? It's hard to say, the good news is that this secrecy is very good, and the A-share related sectors have not rushed! Today, we will focus on two aspects. First, the two core stocks of Big Finance, Oriental Fortune and CITIC Securities, it is best to hold high and fight high; The second is the amount of energy, which must exceed 700 billion before 10 o'clock, and it is best to exceed 2 trillion in the whole day!

Why NVIDIA? Who can bear this tone for such a company that eats our food and smashes our pot? Besides, NVIDIA is facing several anti-monopoly investigations around the world, and even the US Department of Justice is involved. It is normal and necessary for us to investigate it!First, the heavy meeting will be set! Implement more active and promising macro policies to stabilize the property market and stock marketWhy NVIDIA? Who can bear this tone for such a company that eats our food and smashes our pot? Besides, NVIDIA is facing several anti-monopoly investigations around the world, and even the US Department of Justice is involved. It is normal and necessary for us to investigate it!

This favorable domestic computing power replacement, Huawei computing power, etc., may mean a major breakthrough in domestic GPU and AI chips, we will wait and see! However, it is bad for A-share NVIDIA concept, optical module and other supply chains.Only two years after Yan Dongwei went public, big funds began to reduce their holdings; The company's market value is 27.7 billion yuan, and selling 2% can also cash in 500 million yuan. The only comfort is that this time it was reduced through a block trade! Why sell it? May be this wave of increase is too big, from the highest 11 pieces to 30 yuan, the increase is nearly 200%. However, the company's performance is relatively sluggish, and it lost more than one billion yuan in the first three quarters.First, a more active fiscal policy and a moderately loose monetary policy will be implemented next year. This is the emphasis on "moderate easing" after a lapse of 14 years, which was only set in 2009 and 2010! The "more active" fiscal policy was last proposed in 2020.